• PRODUCT
    3 2
      Product

      Benefits Platform

      Services

      
      Platform Overview
      Streamline benefits administration, engagement and other HR tasks
      g
      Why PlanSource
      See what PlanSource can do for employers, brokers and resellers alike
      
      Employee Engagement Solutions
      Empower your HR team with tools for seamless employee engagement
      v
      Communications
      Intuitive benefits communication capabilities for effective engagement
      
      Shopping
      Simplify employee benefit choices while optimizing HR efficiency
      N
      Enrollment
      Empower efficient, hassle-free enrollment with a user-friendly platform
      
      Billing
      Save time and money each month with automated benefits billing
      
      Compliance
      Our comprehensive compliance solutions ensure regulatory adherence
      i
      Administration
      Efficiently manage employee benefits with industry-leading automation
      
      Services Overview
      Explore several comprehensive HR and administration services we offer
      
      Benefits Outsourcing
      Let us be a part of your HR team with premium benefits outsourcing
      
      Employee Contact Center
      Access efficient, personalized assistance for all HR and benefit inquiries
      
      Billing Reconciliation & Payment
      Ensure accuracy with Billing Reconciliation and Payment services
      
      COBRA Administration
      Let us handle the full cycle of COBRA responsibilities for your HR team
      i
      HRA/FSA/HSA Administration
      Fully managed tax-advantaged benefit accounts to level up portfolios
      R
      Dependent Verification
      Reduce costs with AI dependent verification and auditing services
      
      Custom Communications
      Personalize your employee benefit communications for engagement
      P
      ACA Add-On Services
      Simplify ACA management with state reporting and fulfillment services
  • SOLUTIONS
    3 2
      Solutions

      By Role

      By Area

      
      Employers & HR
      Explore employer HR tools from time tracking to compliance and more
      
      Brokers
      We'll help you enhance your business and better serve your clients
      Y
      Carriers
      See how our platform empowers partners to thrive in the modern world
      
      Resellers
      Discover the incredible benefits of joining forces with us as a reseller
      
      Decision Support
      Empower smarter benefit decisions with robust decision support tool
      U
      EOI
      Automate complexities of EOI for time and improved experiences
      
      Mobile
      Our innovative mobile solutions make on-the-go benefits access easy
      
      Data Visualization
      Revolutionize your benefits data with dashboards, reports and more
  • CUSTOMERS
    3 2

      Customers

      
      Customers Overview
      Unlock the power of effortless engagement and benefits administration
      A
      Implementation
      We provide the support you need to ensure successful implementation
      f
      Customer Experience
      See how we create exceptional experiences for you and your workforce
      i
      Customer Resources
      Access the knowledge you need to maximize your benefits experience
  • PARTNERS
    3 2
      Try our new survey tool to find best fit solutions for your organization
      Get Started

      Partners

      e
      Partner Overview
      Explore our diverse network of top-tier, strategic partnerships
      g
      Insurance Carrier Integrations
      See how our platform empowers our partners in the modern world
      R
      HCM Solutions
      Discover our HCM partnerships and how they optimize HR operations
      
      Partner Marketplace
      Easily find and compare the best benefit options with our Marketplace
  • RESOURCES
    3 2
      FEATURED RESOURCE
      No results found.
      No results found.
      Resources

      By Type

      By Topic

      HR Discovery Center

      i
      All Resources
      
      Guides & Reports
      
      Webinars
      
      Blogs
      
      Product Sheets
      d
      Case Studies
      
      Videos
      
      Benefits Administration
      
      Industry Trends
      
      Open Enrollment
      
      Demos
      R
      HR Efficiency
      v
      Employee Communications
      h
      Products & Services
      
      Open Enrollment
      
      Employee Engagement
      
      Automation Tools
      
      Benefits Outsourcing
      
      Offering Employee Benefits
  • COMPANY
    3 2
      FEATURED News
      New Retroactive Payroll Module in the Spring 2024 Product Release

      New Retroactive Payroll Module in the Spring 2024 Product Release

      Featured News, Press Releases, Newsroom
      No results found.

      Company

      U
      Overview
      Helping people live happier healthier lives by maximizing the benefits of their benefits 
      i
      About
      How we empower businesses with cutting-edge benefits technology
      
      Careers
      Unlock your full potential in a dynamic, forward-thinking organization
      
      Eclipse
      Check out latest updates on the top networking event of the year
      
      Leadership
      Discover the vision, expertise, and passion that fuels our team
      z
      News
      Stay up to date on PlanSource announcements and partnerships
  • PRODUCT
    3 2
      Product

      Benefits Platform

      Services

      
      Platform Overview
      Streamline benefits administration, engagement and other HR tasks
      g
      Why PlanSource
      See what PlanSource can do for employers, brokers and resellers alike
      
      Employee Engagement Solutions
      Empower your HR team with tools for seamless employee engagement
      v
      Communications
      Intuitive benefits communication capabilities for effective engagement
      
      Shopping
      Simplify employee benefit choices while optimizing HR efficiency
      N
      Enrollment
      Empower efficient, hassle-free enrollment with a user-friendly platform
      
      Billing
      Save time and money each month with automated benefits billing
      
      Compliance
      Our comprehensive compliance solutions ensure regulatory adherence
      i
      Administration
      Efficiently manage employee benefits with industry-leading automation
      
      Services Overview
      Explore several comprehensive HR and administration services we offer
      
      Benefits Outsourcing
      Let us be a part of your HR team with premium benefits outsourcing
      
      Employee Contact Center
      Access efficient, personalized assistance for all HR and benefit inquiries
      
      Billing Reconciliation & Payment
      Ensure accuracy with Billing Reconciliation and Payment services
      
      COBRA Administration
      Let us handle the full cycle of COBRA responsibilities for your HR team
      i
      HRA/FSA/HSA Administration
      Fully managed tax-advantaged benefit accounts to level up portfolios
      R
      Dependent Verification
      Reduce costs with AI dependent verification and auditing services
      
      Custom Communications
      Personalize your employee benefit communications for engagement
      P
      ACA Add-On Services
      Simplify ACA management with state reporting and fulfillment services
  • SOLUTIONS
    3 2
      Solutions

      By Role

      By Area

      
      Employers & HR
      Explore employer HR tools from time tracking to compliance and more
      
      Brokers
      We'll help you enhance your business and better serve your clients
      Y
      Carriers
      See how our platform empowers partners to thrive in the modern world
      
      Resellers
      Discover the incredible benefits of joining forces with us as a reseller
      
      Decision Support
      Empower smarter benefit decisions with robust decision support tool
      U
      EOI
      Automate complexities of EOI for time and improved experiences
      
      Mobile
      Our innovative mobile solutions make on-the-go benefits access easy
      
      Data Visualization
      Revolutionize your benefits data with dashboards, reports and more
  • CUSTOMERS
    3 2

      Customers

      
      Customers Overview
      Unlock the power of effortless engagement and benefits administration
      A
      Implementation
      We provide the support you need to ensure successful implementation
      f
      Customer Experience
      See how we create exceptional experiences for you and your workforce
      i
      Customer Resources
      Access the knowledge you need to maximize your benefits experience
  • PARTNERS
    3 2
      Try our new survey tool to find best fit solutions for your organization
      Get Started

      Partners

      e
      Partner Overview
      Explore our diverse network of top-tier, strategic partnerships
      g
      Insurance Carrier Integrations
      See how our platform empowers our partners in the modern world
      R
      HCM Solutions
      Discover our HCM partnerships and how they optimize HR operations
      
      Partner Marketplace
      Easily find and compare the best benefit options with our Marketplace
  • RESOURCES
    3 2
      FEATURED RESOURCE
      No results found.
      No results found.
      Resources

      By Type

      By Topic

      HR Discovery Center

      i
      All Resources
      
      Guides & Reports
      
      Webinars
      
      Blogs
      
      Product Sheets
      d
      Case Studies
      
      Videos
      
      Benefits Administration
      
      Industry Trends
      
      Open Enrollment
      
      Demos
      R
      HR Efficiency
      v
      Employee Communications
      h
      Products & Services
      
      Open Enrollment
      
      Employee Engagement
      
      Automation Tools
      
      Benefits Outsourcing
      
      Offering Employee Benefits
  • COMPANY
    3 2
      FEATURED News
      New Retroactive Payroll Module in the Spring 2024 Product Release

      New Retroactive Payroll Module in the Spring 2024 Product Release

      Featured News, Press Releases, Newsroom
      No results found.

      Company

      U
      Overview
      Helping people live happier healthier lives by maximizing the benefits of their benefits 
      i
      About
      How we empower businesses with cutting-edge benefits technology
      
      Careers
      Unlock your full potential in a dynamic, forward-thinking organization
      
      Eclipse
      Check out latest updates on the top networking event of the year
      
      Leadership
      Discover the vision, expertise, and passion that fuels our team
      z
      News
      Stay up to date on PlanSource announcements and partnerships
Get Started

LOGIN

PRODUCT

Product Overview

PLATFORM

Platform Overview
Why PlanSource
Employee Engagement Solutions
Communications
Shopping
Enrollment
Billing
Compliance
Administration

SERVICES

Services Overview
Benefits Outsourcing
Employee Contact Center
Billing Reconciliation & Payment
COBRA Administration
HSA/FSA/HRA Administration
Dependent Verification
Custom Communications
ACA Add-On Services

SOLUTIONS

Solutions Overview

BY ROLE

Employers & HR
Brokers
Carriers
Resellers

BY AREA

Decision Support
EOI
Mobile
Data Visualization

CUSTOMERS

Customers Overview
Implementation
Customer Experience
Customer Resources
Product Releases

PARTNERS

Partners Overview
Boost
HCM
Partner Marketplace

RESOURCES

BY TYPE

All Resources
Blogs
Case Studies
Knowledge Base
Guides & Reports
Product Sheets
Videos
Webinars

BY TOPIC

Benefits Administration
Demos
Employee Communications
HR Efficiency
Industry Trends
Open Enrollment
Products & Services

COMPANY

Company Overview
About
Boost
Careers
Eclipse
Leadership
News

Contact
Login
Get a Demo
PlanSource Named Top Workplace for Ninth Consecutive Year

PlanSource Named Top Workplace for Ninth Consecutive Year

by Jill Garrison | Nov 15, 2021 | Press Releases

RETURN TO NEWSROOM PlanSource Named Top Workplace for Ninth Consecutive Year PlanSource Named Top Workplace for Ninth Consecutive Year Orlando, FL. – November 15, 2021 – The Orlando Sentinel has recognized PlanSource, a leading provider of cloud-based benefits...
PlanSource at the William Blair Benefit Technology Conference

PlanSource at the William Blair Benefit Technology Conference

by Jill Garrison | Nov 4, 2021 | In the News

RETURN TO NEWSROOM PlanSource CCO Brings Software Insights to William Blair Annual Benefit Technology Conference ORLANDO, Fla. – (November 4, 2021) Who: Nancy Sansom, Chief Commercial Officer for PlanSource, a leading provider of cloud-based benefits administration...
Nancy Sansom Wins Globee® in the 14th Annual 2021 Women World Awards®

Nancy Sansom Wins Globee® in the 14th Annual 2021 Women World Awards®

by Jill Garrison | Oct 13, 2021 | Press Releases

RETURN TO NEWSROOM Nancy Sansom Wins Globee® in the 14th Annual 2021 Women World Awards® Nancy Sansom Named Winner in the 14th Annual 2021 Woman World Awards® ORLANDO, Fla. – (October 12, 2021) PlanSource announced today that The Globee® Awards, organizers of world’s...
PlanSource Launches Fall Product Release

PlanSource Launches Fall Product Release

by Jill Garrison | Sep 22, 2021 | Featured News, Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Continues to Invest in AI Technology to Reduce Costs and Increase Efficiency for HR Leaders in the Titan Release The Titan product release introduces the latest IQ product, InsightsIQ, enhancements to DecisionIQ and exciting new...
PlanSource Announces New Chief Executive Officer

PlanSource Announces New Chief Executive Officer

by Kenny Keller | Aug 23, 2021 | Featured News, Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource Announces New Chief Executive Officer as Company Experiences Monumental Growth Current CEO Dayne Williams appointed to Executive Chairman of the Board Orlando, Fla. – Aug 23, 2021 – PlanSource, a leading provider of cloud-based benefits...
Nancy Sansom Wins Globee® in the 14th Annual 2021 Women World Awards®

Constellation ShortList™ Benefits Administration

by Jill Garrison | Aug 18, 2021 | Press Releases, Newsroom

RETURN TO NEWSROOM PlanSource has made the Constellation Shortlist for Benefits Administration This press release was also shared on Constellation Research’s website. You can read the original post here. About This Constellation ShortList™ Benefits are becoming more...
« Older Entries
Next Entries »

Recent Posts

  • Norton LifeLock
  • From Manual to Modern: How the Caddo Parish HR Team Won Time Back
  • Complementing SAP SuccessFactors: How Veritas Prime Enhances Benefits
  • The Fresh Market’s Experience with Seamless, Human-Centered Benefits
  • How The Fresh Market Elevated Their Employee Experience

Recent Comments

    Sign Up to Receive Newsletter Updates
    PlanSource World Headquarters:
    122 W. Pine Street, Suite 203, Orlando, FL 32801

    Privacy  | Cookie Policy |  Trust Center  |  Terms of Use

    Your Privacy Choices  Description

    Product
    Solutions
    Customers
    Resources
    Knowledge Base
    Partners
    Company
    Contact
    Customer Resources
    Insurance Carrier Integrations
    Partner Marketplace
    Careers
    Eclipse
    News
    Video Library
    • Follow
    • Follow
    • Follow
    • Follow
    • Follow
    © 2025 PlanSource Benefits Administration, Inc. All Rights Reserved.
    HR and Broker Support 877.549.8549 | Sales 877.999.1800